Anne Wiesman is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. Prior to joining Baird in 2023, she worked at Artisan Partners Distributors LLC and Artisan Partners Limited Partnership from 2016 to 2023. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and technology.

Christopher Napholz is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Ameriprise Financial Services, Inc. He also worked in the hospitality industry at Thunder Bay Grille and has experience at the University of Wisconsin. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides specialized retirement income planning through written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Patrick Wielgosh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their long-term goals, offering services including college education planning, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. He provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America. A lifelong Wisconsin resident, Patrick graduated from Greendale High School, where he was Senior Class President, and earned a Bachelor's Degree from the University of Wisconsin Madison. He holds the Personal Investment Advisor (PIA) designation and has an exclusive practice focused on building close, trusted relationships with clients. Patrick is also a certified firefighter and EMT, contributing to his local community through volunteer service. Outside of his professional work, Patrick enjoys camping, fishing, golfing, and spending time with his family. He values community involvement and dedicates time to volunteering with local organizations.

Connor Young is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previous experience at Thrivent Financial, Carr Services LLC, Northwestern Mutual, CJW Inc, and Wisconsin Lutheran College. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services under its WealthPlan option, focusing on a broad range of financial topics through a network of financial advisors.

James Marlin is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with 10 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and scenario modeling.

Anthony Silva is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor Axa Advisors, Llc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Molly Urbanek is a financial advisor at Robert Baird & Co. in New Berlin, WI, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert Baird & Co. since 2012. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a variety of investment strategies and management approaches tailored to client goals and risk tolerances.

Wayne Frank is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B C Ziegler and Company for 11 years before joining Stifel in 2018. Outside of his advisory role, he serves as a member of the board of trustees at Immanuel Presbyterian Church in Milwaukee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

Philip Sherman Bender is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2024. Prior to this, he was involved with Primerica Financial Services and Marketplace Chaplains, and he is also an owner of Brew City Pizza. Outside of advising, he works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Daniel Renouard is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 27 years of industry experience. He has been with Robert W. Baird & Co. since 1998. Outside of his advisory role, he serves as an adjunct professor teaching venture capital at Marquette University and is a member of advisory boards including Character VC and investment committees for NVNG and the Milwaukee Tech Hub. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and offering both discretionary and non-discretionary management options.

Mark Heinen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2024, he held roles at Echo Global Logistics and Conway Shields. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Samuel Kinderman is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and three years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework to guide its recommendations.

Mei Lyn Nelson is a financial advisor with LPL Financial based in Brookfield, WI, holding CFP® and ChFC® designations and over 40 years of industry experience. She previously worked at Next Financial Group Inc. for 16 years and founded Nelson Financial Group Inc., which she continues to operate. Outside of her advisory role, she is a certified public accountant and a notary, and also owns businesses including Cheesehead Events LLC and The Loft on Broadway LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research from multiple sources.

Jeffrey Marciniak is a CFP® professional with 44 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2017 and previously spent 15 years at SII Investments, Inc. He is also associated with Honey Creek Wealth Management as an Investment Advisor Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent advisors, employing a range of portfolio management strategies across multiple platform arrangements.

Alexander Doroba is a financial advisor at Charles Schwab with the Series 66 designation and approximately one year of industry experience. His prior roles include positions at WestPoint Financial Group and Avista Wealth Management. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational structures.

Kyle Poplawski is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Benjamin Carr is a Series 66-licensed financial advisor with 18 years of experience at Thrivent Investment Management and Thrivent Financial for Lutherans in Cedarburg, WI. He has been with the firm since 2008. Outside of his advisory role, he owns and operates a commercial property management LLC for bookkeeping and maintenance purposes related to his Thrivent business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers clients the option to combine planning with managed-account programs under a consolidated billing approach.

Matthew Yerkes is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and RBC Capital Markets. Outside his advisory role, he is involved as an insurance agent with Ferrito & O'Gorman Financial Group. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging various asset-allocation tools and third-party platforms to manage portfolios on discretionary and non-discretionary bases.

Sara Virojana is a Series 66-licensed financial advisor with Edward Jones in Brookfield, WI, where she has worked since 2015. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

June Terrasi is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies tailored to clients' unique financial goals, offering expertise in areas such as education planning, employee benefits planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. June holds the Personal Investment Advisor (PIA) designation and attended the University of Michigan. Prior to her financial advisory career, she practiced real estate and was involved in philanthropy within the arts. She values genuine personal relationships and applies this philosophy in her work with clients. June lives near Lake Michigan and enjoys cooking, music, reading, traveling, and yoga in her personal time.